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Probate process

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About Financial Primary Care Professional

Did you know? Your assets go through probate when you pass. Probate can take 12–18 months and cost 5–10% of your estate. Your kids may have to wait 6 months or more to access funds. Without proper planning, the court decides who manages your estate.

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Frequently Asked Questions
 

Why a Living Trust Matters?


A living trust is more than just a legal document—it's peace of mind for you and protection for your family. Take control of your legacy and ensure your loved ones are cared for without unnecessary delays, costs, or court interference.
 

How much does this cost?

We have simple pricing to make it affordable for everyone. 

 
$300 with membership

$450 without membership

What features are included? 
  •  
  • Free updates
  • Easy preparation instructions
  • Flexible beneficiary allocations
  • Pet trust options
  • Expert support available
What is probate?
 
Probate is the legal process that occurs when someone passes away. The court oversees the distribution of assets, payment of debts, and transfer of property to heirs. In California, probate typically takes 12-18 months and costs 5-10% of the estate's value. It's also a public process, meaning anyone can access information about your assets and beneficiaries.
How is a living trust different from a will?

A will goes through probate after you pass away, while a living trust avoids probate entirely. With a will, your heirs must wait months for court proceedings and pay substantial fees. A living trust allows your assets to transfer immediately to your beneficiaries without court involvement, maintains privacy, and saves your estate thousands in legal costs.
Is this only for wealthy families?

No! If you own a home or have assets totaling more than your state’s probate exemption limit, your estate will likely go through probate.

Most homeowners should have a living trust. It's especially important for families with minor children, as the trust also includes guardianship designations to protect your kids if something happens to you.
How long does the process take?

With our guided software, most people complete their living trust documents in 1-2 hours. After your free consultation, you'll have access to the software immediately. Once completed, you'll sign the documents and begin transferring assets into your trust—a process we guide you through step by step.
Can I update my trust later?

Yes! A revocable living trust can be amended or updated at any time during your lifetime. Life changes—you may have more children, buy property, or change your wishes. With our software, you receive free updates, so you can modify your trust as your circumstances change without additional attorney fees.
What happens to minor children without a trust?

Without proper planning, the court decides who becomes the guardian of your children. This process can be lengthy and expensive. Your children may also have to wait months to access funds you've left for their care. A living trust includes guardianship designations and creates a clear plan for how your assets will be managed for your children's benefit.

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